ENDIVIDAMENTO DAS FAMÍLIAS, IA NAS EMPRESAS E AS GRANDES OPORTUNIDADES GERADAS NO MEIO DO CAOS

A MAGIA DO CAOS ESTÁ NAS OPORTUNIDADES QUE QUASE NINGUÉM CONSEGUE ENXERGAR

Neste episódio do Stock Pickers, Gabriel Raoni analisa como o aumento do endividamento das famílias, a transformação trazida pela inteligência artificial e as mudanças no ciclo de crédito estão criando oportunidades — e riscos — para investidores.

Ao longo da conversa, o gestor passa pelo olhar do investidor estrangeiro sobre o Brasil durante a Brazil Week, discute o setor bancário com nomes como Itaú, Nubank, XP e Mercado Livre e explica por que a revolução da IA ainda está só no começo.

Além disso, Raoni debate o papel de gigantes como Microsoft, Google e ChatGPT na nova corrida tecnológica e como identificar valor no meio da turbulência dos mercados.

🎙️ Convidado: Gabriel Raoni, sócio e gestor da IP Capital Partners
🎧 Apresentação: Lucas Collazo
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